Centric Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $950K | Buy |
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|
2021
Q4 | $701K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $625K | Sell |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $625K | Buy |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $687K | Buy |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $648K | Buy |
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